This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SLDE/capital-change-brief"
Use Arkolith's capital_change_brief for SLDE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $138.1M | 7.7M | ▲+48% Added · +2.5M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $82.9M | 4.6M | ▲New +4.6M sh | Q1 2026 | |
| 3 | AMERICAN CENTURY COMPANIES INC | $62.2M | 3.5M | ▲+53% Added · +1.2M sh | Q1 2026 | |
| 4 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $48.4M | 2.7M | ▲+298% Added · +2.0M sh | Q1 2026 | |
| 5 | UBS Group AG | $45.5M | 2.5M | ▲23× Added · +2.4M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $45.1M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 7 | DME Capital Management, LP | $30.4M | 1.7M | ▲+47% Added · +537K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $27.2M | 1.5M | ▲+120% Added · +824K sh | Q1 2026 | |
| 9 | Maniro Ltd | $25.2M | 1.4M | ▲+367% Added · +1.1M sh | Q1 2026 | |
| 10 | Hood River Capital Management LLC | $22.6M | 1.3M | ▲+17% Added · +181K sh | Q1 2026 | |
| 11 | STATE STREET CORP | $21.5M | 1.2M | ▲+119% Added · +650K sh | Q1 2026 | |
| 12 | HB Wealth Management, LLC | $16.1M | 892K | ▼~0% Reduced · −183 sh | Q1 2026 | |
| 13 | LAZARD ASSET MANAGEMENT LLC | $15.3M | 850K | ▲+27% Added · +182K sh | Q1 2026 | |
| 14 | Nuveen, LLC | $12.5M | 694K | ▲+39% Added · +196K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $11.0M | 614K | ▼−30% Reduced · −262K sh | Q1 2026 | |
| 16 | Freestone Grove Partners LP | $9.5M | 529K | ▼−46% Reduced · −457K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $9.5M | 526K | ▲+18% Added · +79K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $9.1M | 505K | ▼−2.4% Reduced · −12K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $8.5M | 472K | ▲+140% Added · +275K sh | Q1 2026 | |
| 20 | TWO SIGMA INVESTMENTS, LP | $8.3M | 464K | ▲+231% Added · +324K sh | Q1 2026 | |
| 21 | EMERALD MUTUAL FUND ADVISERS TRUST | $8.3M | 460K | ▲+25% Added · +92K sh | Q1 2026 | |
| 22 | FIFTH THIRD BANCORP | $7.6M | 423K | ▲+11% Added · +42K sh | Q1 2026 | |
| 23 | Ghisallo Capital Management LLC | $7.2M | 400K | —Held | Q1 2026 | |
| 24 | SEI INVESTMENTS CO | $7.2M | 400K | ▲+26% Added · +84K sh | Q1 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $7.1M | 394K | ▲+142% Added · +231K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 7, 2026 | Gries Robert JR | Director | Sell (S) | 28K | $594K |
| Jul 6, 2026 | Gries Robert JR | Director | Sell (S) | 85K | $1.7M |
| Jun 30, 2026 | Lucas Bruce | Chief Executive Officer, Director, 10% Owner | Option exercise (M) | 23K | $0 |
| Jun 30, 2026 | Lucas Bruce | Chief Executive Officer, Director, 10% Owner | Tax withholding (F) | 9K | $175K |
| Jun 30, 2026 | Lucas Bruce | Chief Executive Officer, Director, 10% Owner | Option exercise (M) | 23K | $0 |
| Jun 30, 2026 | Lucas Bruce | Chief Executive Officer, Director, 10% Owner | Option exercise (M) | 23K | $0 |
| Jun 30, 2026 | Lucas Bruce | Chief Executive Officer, Director, 10% Owner | Option exercise (M) | 23K | $0 |
| Jun 30, 2026 | Lucas Shannon | President & COO, Director, 10% Owner | Option exercise (M) | 23K | $0 |
| Jun 30, 2026 | Lucas Shannon | President & COO, Director, 10% Owner | Tax withholding (F) | 9K | $175K |
| Jun 30, 2026 | Lucas Shannon | President & COO, Director, 10% Owner | Option exercise (M) | 23K | $0 |
| Jun 30, 2026 | Lucas Shannon | President & COO, Director, 10% Owner | Option exercise (M) | 23K | $0 |
| Jun 30, 2026 | Lucas Shannon | President & COO, Director, 10% Owner | Option exercise (M) | 23K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 62 funds | $23.6B |
| BROADCOM INCAVGO | 62 funds | $12.7B |
| NVIDIA CORPNVDA | 60 funds | $37.6B |
| AMAZON.COM INCAMZN | 60 funds | $21.6B |
| META PLATFORMS INC-CLASS AMETA | 60 funds | $11.8B |
| CUMMINS INCCMI | 60 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 59 funds | $15.9B |
| ELI LILLY & COLLY | 59 funds | $6.3B |
| VISA INC-CLASS A SHARESV | 58 funds | $5.7B |
| COSTCO WHOLESALE CORPCOST | 58 funds | $4.5B |
| BOOKING HOLDINGS INCBKNG | 58 funds | $2.4B |
| TARGET CORPTGT | 58 funds | $1.3B |
Ranked by how many of SLDE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SLDE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.